Position in TRV
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$189,157
+$22,026 QoQ
Shares Held
573
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,548
of 1,829 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 49%
Shared 0%
None 51%
Common Shares in TRV Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026TOMPKINS FINANCIAL CORP holds $383,398 across 5 Insurance - Property & Casualty names. TRV ranks #1 (49.3% of the industry book) .
All Filings in TRV
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $189,157 | 573 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $167,131 | 573 | Shares | Defined | 2026-04-09 | |
| 2025-12-31 | $180,416 | 622 | Shares | Defined | 2026-01-08 | |
| 2025-09-30 | $159,993 | 573 | Shares | Defined | 2025-10-08 | |
| 2025-06-30 | $153,300 | 573 | Shares | Defined | 2025-07-10 | |
| 2025-03-31 | $200,725 | 759 | Shares | Defined | 2025-04-07 | |
| 2024-12-31 | $182,835 | 759 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $177,697 | 759 | Shares | Defined | 2024-11-01 | |
| 2024-06-30 | $109,803 | 540 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $124,275 | 540 | Shares | Defined | 2024-04-08 | |
| 2023-12-31 | $102,864 | 540 | Shares | Defined | 2024-01-08 | |
| 2023-09-30 | $114,643 | 702 | Shares | Defined | 2023-11-21 | |
| 2023-06-30 | $121,909 | 702 | Shares | Defined | 2023-07-12 | |
| 2023-03-31 | $120,329 | 702 | Shares | Defined | 2023-04-20 | |
| 2022-12-31 | $159,741 | 852 | Shares | Defined | 2023-01-06 | |
| 2022-09-30 | $139,871 | 913 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $161,519 | 955 | Shares | Defined | 2022-07-14 | |
| 2022-03-31 | $189,490 | 1,037 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $115,288 | 737 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $137,416 | 904 | Shares | Sole | 2021-10-22 | |
| 2021-03-31 | $208,002 | 1,383 | Shares | Sole | 2021-06-09 | |
| 2020-12-31 | $551,092 | 3,926 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $3,238,342 | 29,932 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $3,349,762 | 29,371 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $2,798,689 | 28,170 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||